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Carroll Financial Associates’s StoneX SNEX Stock Holding History

Carroll Financial Associates’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,010
Closed -$30K – 1702
2019
Q1 		$30K Hold
4,010
– – ﹤0.01% 656
2018
Q4 		$29K Hold
4,010
– – ﹤0.01% 587
2018
Q3 		$38K Buy
+4,010
New +$42.7K ﹤0.01% 565

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Dimensional Fund Advisors
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PCMF
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PAIM
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NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
CSC
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Wellington Management Group
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carroll Financial Associates's SNEX Position: Q2 2019 in Review

Carroll Financial Associates sold out of StoneX (SNEX) in Q2 2019, closing a stake of 4,010 shares — an estimated $30K sold.

Carroll Financial Associates first reported a position in SNEX in Q3 2018 and held it in 3 quarters. The position peaked at $38K in Q3 2018. 135 funds tracked by Wall St. Rank hold SNEX as of Q2 2019.

  • Carroll Financial Associates reported no remaining StoneX position as of Q2 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 4,010 StoneX shares in Q2 2019, an estimated $30K.
  • Carroll Financial Associates first reported a position in StoneX in Q3 2018 and held it in 3 quarters.
  • Carroll Financial Associates's StoneX position peaked at $38K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held StoneX as of Q2 2019.

Based on Carroll Financial Associates's 13F filing for Q2 2019, filed 8 Jul 2019.